Financial Analyst, GTM

Overview

This role supports go-to-market (GTM) leadership with a trusted view of spend, bookings, and renewals, and helps streamline planning as the organization scales.

The position is remote-first in the United States (BC & ON, Canada) and is full-time, permanent, and exempt (US Only). Reporting to the Director of Corporate Finance.

Responsibilities

• Own the GTM expense plan and forecast, covering headcount and non-headcount spend; provide executive-ready commentary to Sales, Marketing, and Customer Success leaders on variances, risks, and investment tradeoffs.
• Manage GTM headcount planning and capacity, including hiring plans, ratios (such as quota-carrying reps to sales support), attrition, and early identification of forecast drift from targets.
• Reduce manual effort in planning by improving Workday and Adaptive Planning workflows, removing manual tagging, and setting materiality thresholds to focus non-headcount forecast updates on spend that moves the outlook.
• Own the single source of truth for ARR and ATR across Sales and Self-Serve models:
  • Audit ARR in Salesforce and the data warehouse
  • Document metric definitions
  • Resolve metric breaks with Revenue Operations, Data, and/or Accounting
• Run monthly churn, renewal, and write-off reviews with GTM partners, preparing analysis, root-cause commentary, and forecast implications leaders use to make decisions.
• Synthesize data from Salesforce, the data warehouse, Workday, and NetSuite into clear metrics, KPIs, and business narratives for GTM leadership.
• Build cross-functional relationships across Finance, Accounting, Procurement, and GTM to drive alignment without formal authority.
• Automate recurring reporting using SQL, spreadsheets, and AI tools.

Requirements

• BS/BA in Finance, Accounting, Economics, or a related field, or relevant experience.
• 3+ years of experience in FP&A, corporate finance, investment banking, consulting, or public accounting.
• Experience in SaaS or a subscription business is preferred.
• Strong proficiency in Excel or Google Sheets, including building models from raw data.

Preferred Qualifications

• Working understanding of SaaS metrics including ARR, NRR, GRR, churn, and renewals, with the ability to trace them back to source data in Salesforce and the data warehouse.
• Experience partnering with Sales, Marketing, and Customer Success leaders and translating financial results for non-finance audiences.
• Accounting fluency, including accruals and the monthly close (CPA and Big 4 background preferred).
• Ability to identify and fix manual work using SQL, spreadsheet automation, or AI tools.
• Demonstrated curiosity and willingness to grow, including proactive adoption of AI and emerging technologies to improve outcomes.

Compensation & Benefits

Base Pay (by geographic zone)

United States (USD):

• Zone A: $112,000 - $135,000
• Zone B: $105,000 - $126,000
• Zone C: $98,300 - $118,000

Canada (CAD, ON & BC):

• $123,000 - $147,000

Base pay is tailored based on geographic location, job-related experience, knowledge, qualifications, and skills.

Bonus

Eligible to participate in the company-wide bonus program. Target amounts are a percentage of base salary and vary by career level. Payouts are based on company performance against established financial and operational goals.

Equity & Benefits (summary)

• Equity: RSUs for every permanent employee in a growing privately held company.
• Health coverage: Comprehensive medical, dental, and vision plans for full-time employees and dependents, with the organization covering most premiums.
• Parental leave: 12 weeks of paid parental leave for all parents and 6+ weeks of additional paid leave for birthing parents.
• Additional paid leave: inclusive care for family planning, menopause, and midlife transitions.
• Time off: flexible vacation, paid holidays, and a sabbatical program.
• Wellness: access to mental health resources, therapy, and coaching.
• Retirement:
  • U.S.: 401(k) with 100% employer match (up to $6,000/year)
  • Global: support for retirement savings
• Work & wellness stipends: localized support for work and wellness expenses (e.g., Wi-Fi and workouts).
• Annual WIN bonus program: eligible for all full-time, permanent, non-commission employees.

Location

Remote-first (United States; BC & ON, Canada).

Additional Information

• Application deadline: applications accepted on an ongoing basis until the position is closed and filled.
• This posting is for an existing vacancy.

Equal Opportunity & Accessibility

• The organization is an Equal Opportunity (EEO)/Veterans/Disabled Employer and is committed to inclusive hiring.
• Reasonable accommodation will be provided for individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment.

Work Authorization & Background Checks

• A valid right to work authorization is required depending on the country of employment.
• If extended an offer, employment may be contingent on successful completion of a background check conducted in accordance with applicable laws.

Hiring Technology

• AI tools may be used to assist in screening and evaluating applications; AI does not make final hiring decisions.